Builders FirstSource Dirección
Dirección controles de criterios 2/4
El CEO de Builders FirstSource es Peter Jackson , nombrado en Nov 2024, tiene una permanencia de 1.75 años. compensación anual total es $8.13M, compuesta por 12.3% salario y 87.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.2% de las acciones de la empresa, por valor de $15.91M. La antigüedad media del equipo directivo y de la junta directiva es de 1.6 años y 5.6 años, respectivamente.
Información clave
Peter Jackson
Chief Executive Officer (CEO)
US$8.1m
Compensación total
| Porcentaje del salario del CEO | 12.30% |
| Permanencia del CEO | 1.8yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 1.6yrs |
| Promedio de permanencia en la Junta Directiva | 5.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jul 31
BLDR: Reset Expectations Will Test Margin Recovery As Housing Starts Stay Soft
Analysts have trimmed the fair value estimate for Builders FirstSource to $61 from $70 as they reset long term assumptions on revenue growth, profit margins, and future P/E, following a broad wave of reduced price targets across the Street. Analyst Commentary Recent research updates show a clear reset in expectations around Builders FirstSource, with several firms cutting price targets and flagging softer near term assumptions on housing activity, pricing, and margins.Actualización de narrativa • Jul 17
BLDR: Compressed Multiples Will Test Margin Resilience As Volumes Stay Soft
Analysts have trimmed the Builders FirstSource fair value estimate from $76.00 to $70.00 and lowered the implied future P/E assumption. This reflects a series of reduced Street price targets that still point to potential margin support as volumes recover on leaner cost structures and greater automation.Seeking Alpha • Jun 25
Builders FirstSource: Housing Recovery Will Be Gradual Even With Legislative Support
Summary Builders FirstSource surged on bipartisan housing bill news, but I maintain a 'hold' rating as recovery will be slow. The ROAD to Housing Act should modestly support construction, but affordability constraints and builder discipline limit near-term upside. BLDR’s results are likely bottoming, yet smaller home sizes and slow demand recovery will cap earnings growth until at least 2027. I see ~$80 as fair value for BLDR, reflecting cyclicality and a normalized 8% free cash flow yield; shares are now slightly above this. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 23
BLDR: Margin Resilience And Buybacks Will Support Future Upside
For Builders FirstSource, the analyst price target has been trimmed by several firms. The updated fair value estimate now sits at about $129.16, as analysts factor in refreshed assumptions on growth, margins and valuation multiples.Artículo de análisis • Jun 19
Builders FirstSource (BLDR) Stock Could Be 18% Undervalued After Its Recent Rebound
Builders FirstSource (BLDR) has drawn fresh attention after a recent share move, with the stock up 6% over the past day and 2.6% over the past week, prompting closer scrutiny from investors. See our latest analysis for Builders FirstSource. The latest move sits within a mixed picture for Builders FirstSource, with a 21.4% 1‑month share price return contrasting with a decline of 23.0% year to date and a 24.6% drop in the 1‑year total shareholder return. This suggests short term momentum...Actualización de narrativa • Jun 09
BLDR: Rebased Multiples And Mix Shift Will Frame 2026 Execution Test
Analysts have trimmed the implied fair value for Builders FirstSource stock from about $103 to $76, reflecting a series of reduced price targets across the Street. They are factoring in a slightly higher discount rate, modestly different growth and margin assumptions, and lower future P/E expectations.
Actualización de narrativa • May 26
BLDR: Margin Resilience And Housing Recovery Are Expected To Offset Recent Caution
Analysts have trimmed their average price target for Builders FirstSource to $97.81 from $120.62, reflecting updated assumptions that include a slightly higher discount rate, a lower profit margin outlook, and a more conservative future P/E, partly offset by higher modeled revenue growth. Analyst Commentary Recent research updates on Builders FirstSource show a cluster of reduced price targets, alongside a smaller group of more constructive views.Actualización de narrativa • May 03
BLDR: Margin Resilience And 2026 Guidance Will Support Future Upside
Analysts have trimmed the fair value estimate for Builders FirstSource to $129.22 from $150.00, reflecting a series of reduced price targets across the Street as models factor in a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E assumption. Analyst Commentary Recent research on Builders FirstSource shows a cluster of lower price targets, but the overall tone is not uniformly negative.Actualización de narrativa • Apr 19
BLDR: Margin Resilience And Housing Recovery Are Expected To Drive Upside
Analysts have trimmed the price target on Builders FirstSource to reflect a fair value move from about $126.24 to $120.62, citing updated assumptions for growth, margins, discount rates and P/E that mirror recent Street research, including multiple target reductions and some more constructive views on gross margin resilience. Analyst Commentary Recent Street research on Builders FirstSource points to a mixed but constructive debate around valuation, execution and growth, with several firms trimming price targets while others highlight support from margins and the housing cycle.Actualización de narrativa • Apr 05
BLDR: Margin Resilience Will Drive Upside As 2026 Guidance Sets Earnings Floor
Analysts have trimmed their average price targets on Builders FirstSource by a few dollars, with recent cuts toward the $93 to $143 range. These changes reflect more cautious assumptions about 2026 housing starts and near term earnings, even as many still highlight the company's margin resilience and competitive position.Actualización de narrativa • Mar 21
BLDR: Margin Resilience And Scale Are Expected To Outweigh Housing Headwinds
Narrative Update: Builders FirstSource Analyst Price Target Shift The Analyst Price Target for Builders FirstSource has moved slightly lower, with fair value edging from about $128.10 to $126.24. Analysts are factoring in more cautious revenue growth, slightly softer profit margin assumptions, a higher discount rate, and Street research that trims price targets while still highlighting gross margin resilience and the potential benefits of the company’s scale and services footprint.Actualización de narrativa • Mar 07
BLDR: Margin Resilience And Market Share Gains Will Drive Long Term Upside
The analyst price target for Builders FirstSource has been reduced from $171.29 to $150.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple, despite recent research highlighting resilient gross margins and potential market share upside. Analyst Commentary Recent research on Builders FirstSource reflects a mix of caution on housing and remodel demand alongside confidence in the company’s margin profile, scale, and ability to execute through softer conditions.Actualización de narrativa • Feb 21
BLDR: Cost Control And Margin Resilience Are Expected To Outweigh Housing Headwinds
Analysts have nudged our Builders FirstSource fair value estimate slightly lower to $128.10 from $130.24, reflecting recent cuts to Street price targets that factor in lighter Q4 results, cautious housing and residential outlooks, and modestly trimmed EPS forecasts, even as cost control and margin resilience remain key parts of the thesis. Analyst Commentary Street research around Builders FirstSource has tilted more cautious after Q4, with several firms trimming price targets and earnings expectations while still pointing to areas of operational strength.Actualización de narrativa • Feb 06
BLDR: Housing Affordability Pressures And R&R Recovery Shape Balanced Outlook
Analysts have trimmed their price targets for Builders FirstSource by a few dollars, reflecting slightly lower modeled fair value and profit margins as they weigh mixed housing and nonresidential trends along with ongoing sector volatility. Analyst Commentary Recent research on Builders FirstSource reflects a mix of optimism about long term positioning and caution around near term housing and repair and remodel headwinds, which is showing up in price target tweaks rather than major rating shifts.Actualización de narrativa • Jan 23
BLDR: Stabilizing Margins And Housing Cycle Trough Set Up Balanced Outlook
Analysts have modestly reduced their fair value estimate for Builders FirstSource to $131.00, reflecting slightly lower margin and growth assumptions. This is partially offset by higher future P/E expectations and a mixed set of recent price target revisions from Barclays, RBC Capital, UBS, and Jefferies.Actualización de narrativa • Jan 09
BLDR: Lowered Margin Outlook And Cycle Trough Multiples Will Shape 2026 Rebound Potential
Narrative Update: Builders FirstSource The analyst price target for Builders FirstSource has moved lower, with the fair value estimate shifting from about $118 to roughly $103. Analysts are factoring in updated views on margin expectations, a higher discount rate, and valuation multiples, while also referencing stabilized margins, bottoming fundamentals, and recent Street targets of $143 and $138.Actualización de narrativa • Dec 25
BLDR: Stabilizing Margins And Cycle Trough Pricing Will Drive Upside
Analysts have modestly trimmed their price target on Builders FirstSource, cutting it by about $8 to roughly $138 per share. They cite a still competitive market even as margins stabilize and fundamentals appear to be bottoming with solid recovery potential.Actualización de narrativa • Dec 11
BLDR: Stabilizing Margins Will Support Recovery As Competitive Pressures Ease
Analysts have modestly reduced their price target on Builders FirstSource, trimming it by $8 to $138 as they factor in a still-competitive market. They also point to stabilizing margins, bottom-of-cycle valuation support near $100, and improving fundamentals with strong recovery potential.Actualización de narrativa • Nov 27
BLDR: Margins Will Hold Steady as Cycle Recovery Brings Upside Potential
Analysts have slightly lowered their price target for Builders FirstSource from $146 to $138, citing stabilized margins and expectations for support at recent valuation lows as the company approaches a cyclical recovery. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Builders FirstSource's outlook as the company navigates the current industry cycle.Actualización de narrativa • Nov 13
BLDR: Margins Will Stabilize as Market Recovery Signals Strength Ahead
Analysts have reduced their price target for Builders FirstSource by $7, citing stabilizing margins and signs of a bottoming market. They continue to maintain a positive outlook for eventual recovery.Actualización de narrativa • Oct 29
Turnkey Market Expansion And Share Repurchases Will Drive Future Upside
Analysts have lowered their price target for Builders FirstSource from approximately $140.32 to $139.02. They cite expectations for a "lower for longer" earnings trough and a reduced growth outlook in their rationale.Artículo de análisis • Sep 09
Builders FirstSource, Inc.'s (NYSE:BLDR) Intrinsic Value Is Potentially 19% Below Its Share Price
Key Insights Builders FirstSource's estimated fair value is US$121 based on 2 Stage Free Cash Flow to Equity Builders...Actualización de narrativa • Sep 04
Digital Transformation And Acquisitions Will Shape Future Markets
Consensus analyst price targets for Builders FirstSource remain unchanged at $141.16 as analysts cite weaker housing starts, margin pressure, and cautious earnings outlooks for 2025–26, despite long-term optimism around U.S. housing under-builds and M&A potential. Analyst Commentary Bearish analysts are forecasting a “lower for longer” trough driven by reduced FY25 and FY26 adjusted EBITDA outlooks, citing a more cautious earnings reset.Seeking Alpha • Apr 24
Builders FirstSource: Capitalizing On Considerable Pent-Up Demand
Summary Established a position in Builders FirstSource at $126 per share, with Wall Street analysts projecting nearly $10 per share earnings this year. Builders FirstSource offers value-added services like off-site assembly, reducing labor and material waste, crucial amid long-term construction labor shortages. Largest value-added distributor with 590 branches, benefiting from procurement clout and lower freight costs, and has effectively reduced share count while maintaining modest debt. Despite obstacles like high interest rates and rising costs, Builders' earnings potential is significant, having earned nearly $17 per share in 2022. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Builders FirstSource: Limited Visibility Into Top- And Bottom-Line Recovery
Summary I reiterate my hold rating on BLDR due to ongoing headwinds, including weak housing demand, declining revenue, and shrinking margins. BLDR's 4Q24 results showed an 8% y/y revenue decline, with multi-family revenue dropping 29.1% y/y, and gross margin falling 300 bps. High mortgage rates and a 25% tariff on Canadian lumber imports continue to pressure BLDR's profitability and free cash flow outlook. Despite these challenges, BLDR's valuation remains above its 5-year average, suggesting unwarranted market optimism about a near-term recovery. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Builders FirstSource: Normalization Set To Continue In 2025
Summary Builders FirstSource has seen significant growth through strategic acquisitions, but faces normalization in earnings and margins post-pandemic. Following a 30% share price drop from 2024 highs, current valuations around 11-12 times earnings are reasonable, with potential further earnings pressure seen in 2025. The company continues aggressive capital allocation strategies, including a recent acquisition of Alpine Lumber, but higher interest rates pose challenges for a 2025 recovery. Anticipating volatility and potential buying opportunities on dips, I will look forward to doing so given its strong track record. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Builders FirstSource: Near Term Uncertainty Creates Opening In This Long Term Compounder
Summary Builders FirstSource has shown impressive growth with significant acquisitions, strong cash flow generation, and substantial returns to shareholders through share repurchases. The company faces a mixed outlook due to housing shortages, rising interest rates, and potential inflation from Trump administration policies. BLDR's capital allocation strategy has been effective, with high returns on acquisitions and a focus on share repurchases, enhancing shareholder value. Despite short-term uncertainties, BLDR's long-term prospects remain strong, making it a potential investment, though current share price momentum suggests caution. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$103m |
| Mar 31 2026 | n/a | n/a | US$291m |
| Dec 31 2025 | US$8m | US$1m | US$435m |
| Sep 30 2025 | n/a | n/a | US$594m |
| Jun 30 2025 | n/a | n/a | US$756m |
| Mar 31 2025 | n/a | n/a | US$915m |
| Dec 31 2024 | US$3m | US$753k | US$1b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$4m | US$686k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$5m | US$655k | US$3b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$3m | US$625k | US$2b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$896m |
| Mar 31 2021 | n/a | n/a | US$477m |
| Dec 31 2020 | US$3m | US$533k | US$314m |
| Sep 30 2020 | n/a | n/a | US$215m |
| Jun 30 2020 | n/a | n/a | US$207m |
| Mar 31 2020 | n/a | n/a | US$195m |
| Dec 31 2019 | US$2m | US$525k | US$222m |
Compensación vs. Mercado: La compensación total ($USD8.13M) de Peter está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.33M).
Compensación vs. Ingresos: La compensación de Peter ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Peter Jackson (54 yo)
1.8yrs
Permanencia
US$8,133,324
Compensación
Mr. Peter M. Jackson, CPA, is President, CEO & Director of Builders FirstSource, Inc. from November 6, 2024 and was its Chief Financial Officer since November 14, 2016 until November 6, 2024. Mr. Jackson s...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 1.8yrs | US$8.13m | 0.20% $ 15.9m | |
| Executive VP & CFO | 1.8yrs | US$2.72m | 0.076% $ 6.1m | |
| Chief Operating Officer | 3.4yrs | US$4.42m | 0.079% $ 6.4m | |
| President of Technology & Digital Solutions | 1.2yrs | US$3.80m | 0.0054% $ 441.2k | |
| Chief Talent Officer | 5.6yrs | US$3.14m | 0.031% $ 2.5m | |
| VP, Controller & Principal Accounting Officer | 4.6yrs | sin datos | 0.0043% $ 348.7k | |
| Chief Information Officer | less than a year | sin datos | sin datos | |
| Senior Vice President of Investor Relations | no data | sin datos | sin datos | |
| Executive VP | less than a year | sin datos | sin datos | |
| EVP & Chief Human Resources Officer | less than a year | sin datos | sin datos | |
| Senior Vice President of the Strategic Management Office | less than a year | sin datos | 0.056% $ 4.5m | |
| President of East Division | 1.6yrs | sin datos | 0.029% $ 2.4m |
1.6yrs
Permanencia media
52yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de BLDR no se considera experimentado ( 1.6 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 1.8yrs | US$8.13m | 0.20% $ 15.9m | |
| Independent Director | 4.2yrs | US$315.10k | 0.016% $ 1.3m | |
| Independent Director | 20.9yrs | US$339.08k | 0.033% $ 2.7m | |
| Independent Chairman of the Board | 28.6yrs | US$497.43k | 1.61% $ 130.3m | |
| Independent Director | 27.6yrs | US$315.33k | 0.073% $ 5.9m | |
| Independent Director | 5.6yrs | US$336.20k | 0.082% $ 6.7m | |
| Independent Director | 5.6yrs | US$315.10k | 0.022% $ 1.8m | |
| Independent Director | 20.2yrs | US$338.87k | 0.092% $ 7.5m | |
| Independent Director | 6.8yrs | US$343.79k | 0.029% $ 2.4m | |
| Independent Director | 1.4yrs | US$314.60k | 0.0036% $ 287.9k | |
| Independent Director | 1.4yrs | US$314.91k | 0.00034% $ 27.6k | |
| Director | no data | US$494.15k | 0.11% $ 8.7m |
5.6yrs
Permanencia media
62.5yo
Promedio de edad
Junta con experiencia: La junta directiva de BLDR se considera experimentada (5.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/05 22:58 |
| Precio de las acciones al final del día | 2026/08/05 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Builders FirstSource, Inc. está cubierta por 27 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| David Manthey | Baird |
| Matthew Bouley | Barclays |
| Reuben Garner | Benchmark Company |